Veteran BT exec set to retire
Long serving BT Financial Group (BTFG) executive Chris Freeman will step down from his role as General Manager of Adviser Distribution and move into a consultant role with the group.
The move follows 25 years of service with BT and is part of Freeman transitioning to retirement after having held at least five roles with group
Freeman has held his current role for the past three and half years and will step down from his duties in the latter half of this year but consult in part time capacity through to 2017.
A successor to the role has yet to be named with BTFG conducting an internal and external search to fill the position with Freeman providing assistance with the recruitment and transition of the role and will remain in charge of Adviser Distribution for the time being.
Freeman's current role follows stints as Head of Sales, Joint Head of the equities division for Bankers Trust Investment Bank; State and National Sales Manager for BT Funds Management and Head of BT Wrap.
He will also act as a BT ambassador at client conferences and industry events during the transition phase and with BTFG establishing the ‘BT Ambassador' award in recognition of his time and contribution to the group and the industry.
BT Financial Group Platforms & Operations General Manager John Shuttleworth said Freeman had built enduring relationships within financial services and the award would recognise the person who best represented BTFG externally.
Recommended for you
The board of Insignia Financial has reached a decision regarding the possible acquisition of the firm by US private equity giant Bain Capital.
Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses.
There has been a 16.3 per cent rise in the wealth of Australian billionaires this year to over $200 billion, UBS finds, as Australian advisers shift their offerings to meet this expansion and service their unique needs.
AZ NGA is looking to triple in size over the next five years as US investment giant Oaktree completes its $240 million investment in the professional services company.